,CFP®
Dan Sexton is a Wealth Manager and Principal who helps provide comprehensive financial planning and investment management services to individuals and families. His work includes retirement planning, investment management, tax planning, estate planning, and coordinating financial strategies across multiple areas of a client’s financial life.
Prior to joining Modera Wealth Management, Dan was a co-owner of RS Crum, where he served as lead advisor for many of the firm’s clients. Having joined RS Crum in 1996, he spent nearly three decades with the firm and was involved in virtually every aspect of the business. In addition to his advisory responsibilities, Dan managed the Trading and Account Administration team and served as the firm’s Compliance Officer.
Dan earned a Bachelor of Science in Business Administration with a minor in Economics from California State University, Long Beach. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2009 and is an active member of the Financial Planning Association (FPA).
Outside of work, Dan enjoys spending time with family and friends, traveling, game nights, reading, movies, and podcasts. He and his wife, Kristi, are active supporters of Alley’s Rescue Angels, a Siberian husky rescue organization.
What do you value most in your client relationships?
Trust, Providing Solutions, and being a Thinking Partner.
What has been a particularly rewarding moment in your career?
The whole thing!
What is a destination in the world that you aspire to visit?
Italy and Greece because I like old things. Faroe Islands they look beautiful.
When you retire you’re going to…?
I’m at an age where retirement is much closer than before and I have been thinking about this for a little while. The easy answer is travel (while and as long as I and my wife can). There is so much we have not seen or experienced. I want to volunteer with an animal rescue or zoo (or both). I got a set of drums for Christmas, and I want to get better at playing them (and twirl the sticks in my fingers like a real rocker).
Where did you grow up? Where do you live now?
I grew up the warm sun of Orange County, California near beaches, Disneyland, mountains and deserts. I still live here today.
CERTIFIED FINANCIAL PLANNER®
California State University, Long Beach, B.S., Business Administration with a Minor in Economics
